AAUTX vs. SCHX
Compare and contrast key facts about Thrivent Large Cap Value Fund (AAUTX) and Schwab U.S. Large-Cap ETF (SCHX).
AAUTX is managed by Thrivent. It was launched on Oct 29, 1999. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAUTX or SCHX.
Correlation
The correlation between AAUTX and SCHX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAUTX vs. SCHX - Performance Comparison
Key characteristics
AAUTX:
0.55
SCHX:
2.28
AAUTX:
0.76
SCHX:
3.01
AAUTX:
1.12
SCHX:
1.42
AAUTX:
0.52
SCHX:
3.38
AAUTX:
2.73
SCHX:
14.85
AAUTX:
2.57%
SCHX:
1.95%
AAUTX:
12.76%
SCHX:
12.70%
AAUTX:
-57.91%
SCHX:
-34.33%
AAUTX:
-12.66%
SCHX:
-2.74%
Returns By Period
In the year-to-date period, AAUTX achieves a 5.19% return, which is significantly lower than SCHX's 26.93% return. Over the past 10 years, AAUTX has underperformed SCHX with an annualized return of 4.77%, while SCHX has yielded a comparatively higher 15.53% annualized return.
AAUTX
5.19%
-10.17%
-1.70%
6.09%
5.35%
4.77%
SCHX
26.93%
0.37%
10.64%
27.57%
16.59%
15.53%
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AAUTX vs. SCHX - Expense Ratio Comparison
AAUTX has a 0.86% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
AAUTX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) and Schwab U.S. Large-Cap ETF (SCHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAUTX vs. SCHX - Dividend Comparison
AAUTX's dividend yield for the trailing twelve months is around 1.34%, less than SCHX's 1.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 1.34% | 1.41% | 1.54% | 0.96% | 1.22% | 1.52% | 1.37% | 1.08% | 1.17% | 1.08% | 0.94% | 0.88% |
SCHX Schwab U.S. Large-Cap ETF | 1.79% | 3.54% | 2.47% | 3.01% | 3.52% | 5.47% | 4.46% | 5.10% | 3.26% | 5.11% | 4.40% | 2.58% |
Drawdowns
AAUTX vs. SCHX - Drawdown Comparison
The maximum AAUTX drawdown since its inception was -57.91%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for AAUTX and SCHX. For additional features, visit the drawdowns tool.
Volatility
AAUTX vs. SCHX - Volatility Comparison
Thrivent Large Cap Value Fund (AAUTX) has a higher volatility of 7.91% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.98%. This indicates that AAUTX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.